RESOURCES
We’ve put our 30+ years of experience to work to provide you with this suite of resources. Our aim is to save you time and effort in planning out your financial and retirement goals. Don’t hesitate to contact us with any questions.
IMPORTANT LINKS
This is the link that you, the retirement plan participant or new enrollee will log in to review or establish your 401(k) plan. Within this site you will also find a comprehensive suite of Financial tools including: A Financial Wellness assessment, Organize your money tool, Planning for Retirement tool, Investing tool, Dealing with Debt, College Planning, There is even a tool for dealing with stress! As you review these helpful tools, don’t hesitate to send us a note if you have questions, we are here to help you!
To help you understand your Plan, please review our plan highlights.
This important document describes the features of your Chelan Fresh Marketing 401(K) Plan.
Participant investment education is available on your Plan. If you would like education on your 401(k) account, including savings rate, risk assessment and portfolio allocation, please complete the form available here and bring the completed form to your meeting, scheduled with our Plan advisor, or copy and send this completed form to our advisor at Michael.furrer@hubinternational.com
The Chelan Fresh 401(k) can accept Plan Distribution Options from other plans and IRA’s. When considering a rollover, remember, you may be able to keep your investments in your prior plan, roll them over to an IRA, roll them over into the Chelan Fresh plan. Should you have questions, click this link and it will put you in contact with us to help you with your questions.
A Step-By-Step planning solution to help eliminate debt, save for emergencies, and retire with confidence
Looking to get out of debt—for good? You’ve come to the right place. Let us introduce you to one of the fastest ways to get out of debt: the debt snowball method.
Emergency Savings, this link will provide you instructions on how to utilize the emergency savings account, which is a service provided by John Hancock. It’s simple to use, just click the button and watch the video! See accompanying flyer here.
Information regarding establishing a 529 College education plan for you or your children. This Plan is provided at a reduced cost to Chelan Fresh employees. For more information on the Chelan Fresh 529 Plan you can contact our Plan advisor Michael Furrer.
This link will provide you access to information regarding social security and medicare and Michael Furrer. Here you will be directed to resources to help you make an informed decision of what is the best fit for you and your situation.
To learn more about your personal social security account log into ssa.gov/myaccount Here you can establish your on-line access to view your personal social security account.
For market insights from LPL Financial’s Research department, click this link. See here for their youtube channel.
A summary of the annual report for the CHELAN FRESH MARKETING/BHPO LP 401(K) PLAN.
This disclosure statement contains important information regarding your retirement plan that your plan sponsor is required to provide under ERISA Reg. section 404a-5.
Economic blogs from various economists.
Follow this link to read this notice to eligible participants of the Chelan Fresh Marketing 401(k) Plan and Trust
OTHER RESOURCES
FAMILY LOVE LETTER
So much of our important contacts and information is scattered among various locations. Should something unforeseen happen to you, the people you care about most will need to know who to contact and where important documents are located. This important resource is available to you at no cost. Please contact Michael Furrer here.
LPL BI-ANNUAL OUTLOOK
The Research Department at LPL provides a semi-annual Outlook which we have found to be helpful in providing a look into the economic environment and investment climate for the current period.
REINVENTING RETIREMENT
This is an informative quarterly newsletter provided by Michael Furrer that includes timely topics for our employees interested in learning more about retirement and investment planning.
This content was prepared by our parent company, HUB International, a separate entity from LPL Financial. This content does not make any financial or investment recommendations or otherwise promote a product or service of LPL Financial.
BUDGETING & BALANCE SHEET
This is a less comprehensive budgeting and debt reduction tool than the SmartDollar program above, and is provided at no cost to you. For assistance with this, you can contact Michael Furrer our Plan financial advisor for his insights on this topic.
ANATOMY OF A RECESSION
ClearBridge Investments provides an interesting Economic and Market Outlook. Of particular interest are the U.S. Recession Risk Indicators on pages 5 and 6. There is no guarantee that indicators like these are an accurate predictor of the future of the economy, it’s a tool to help provide clarity, without all of the noise of the mainstream press.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Investing involves risk including loss of principal. No strategy assures success or protects against loss.
Neither Dave Ramsey nor SmartDollar are affiliates of Longbow Financial Services, Global Retirement Partners, HUB International, HUB Retirement and Wealth Management, or LPL Financial.
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance services offered through HUB International. Longbow Financial Services, HUB Retirement and Wealth Management, and HUB International are separate entities from and not affiliated with LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Longbow Financial Services, LLC, HUB International, HUB Retirement and Wealth Management, and LPL Financial are not affiliated with Chelan Fresh or any other entity.
LPL Financial Form CRS
Michael Furrer
Michael.furrer@hubinternational.com
(509) 343-9275
Amanda Banta
Amanda.banta@hubinternational.com
(719) 565-8395
835 N Post St
Suite 203
Spokane, WA 99201
Mon-Fri: 8:00 AM – 4:30 PM